Kiley Juergens Wealth Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,330	Closed	-$49K	–	664
2018 Q3	$49K	Buy	1,330 +5	+0.4%	+$184	0.04%	235
2018 Q2	$46K	Buy	+1,325	New	+$46K	0.04%	214
2018 Q1	–	Sell	-816	Closed	-$32K	–	614
2017 Q4	$32K	Buy	+816	New	+$32K	0.03%	271